About this role
Location - United States
Why Confluence?
At Confluence, we’ve always been driven by a commitment to innovation, precision, and partnership in the investment data space. Our global footprint now spans multiple countries, giving our employees the opportunity to get exposure to other countries and cultures. And it stands to reason that none of this would have been possible without the hundreds of hard-working employees who work at Confluence.
More about the role & team
We’re hiring a Senior Sales Account Manager to own and grow a portfolio of enterprise clients across investment consulting firms in the US.
This role focuses on expanding existing relationships by embedding Confluence’s platform within client workflows across data, reporting, and analytics. You will work across complex client environments, engaging stakeholders from analysts through to senior decision makers, and identifying opportunities to drive long term revenue growth.
Why work for us
- Our platform is trusted by many of the world’s leading investment consulting firms
- You’ll manage high value, enterprise consultant relationships, not transactional accounts
- You’ll sell a platform embedded in critical client workflows, not standalone products
- You’ll work across complex stakeholder environments, from operational users to senior leaders
- You’ll have ownership of account strategy, pricing, and revenue expansion
- You’ll operate within a specialist and less saturated area of financial services, working closely with investment consultants
What skills and experience do I need to succeed?
Essential Requirements
- Experience working with investment consulting firms, either selling into them, managing them as clients or working for them directly
- Knowledge of portfolio analytics, performance measurement, risk, or reporting solutions used by investment consultants and institutional investors
- Experience managing enterprise client relationships within financial services
- Proven ability to drive revenue growth across existing accounts (renewals, upsell, cross sell, pricing)
- Experience selling or managing platform or workflow based solutions, not standalone products
- Ability to navigate complex, multi‑stakeholder client environments, from analysts to senior decision makers
Desirable Requirements
- Background within an investment consulting firm
- Experience with financial data, reporting, or analytics platforms
- Experience selling across multiple solutions within a broader platform
- Network within investment consulting or wider financial services
What do we offer?
Confluence offers generous benefit packages for team members. As a growing, global organization, we are always looking for ways to ensure that our employees can access benefits that matter to them and their families. This includes:
Generous Time Off packages including additional half days with each public holiday in your location.
Global Career Development opportunities
Social Events
Referral Bonus scheme - Upto $3,000 per successful referral
Plus many more!
More about the Location
We offer flexible working options for all employees. Travel to locations such as Chicago, Boston, and Atlanta will be key, therefore candidates in these locations and in the North East of the US will be preferred.
LI-Remote
Values
We look for people who align with our 4 values.
Integrity
Face reality with honesty, courage and accountability
Imagination
Deal creatively with challenges and envision what the world could be
Discipline
Build good habits into reflexes which become a part of our life
Service
Committed to the success of others
If you would like to find out more about a Career at Confluence, please apply today.